In-person event

FPA of Iowa 2021 Symposium

Blank Park Zoo - Des Moines

We are excited to announce that this year's Annual Symposium will take place on Tuesday, October 12th at the Blank Park Zoo in Des Moines! The Holmes Foster Event Center is brand new and will have plenty of space for our attendees to spread out.  Registration will include your admission to walk around the Zoo in between sessions! This year we will offer General Sessions in the morning and breakouts in the afternoon, opposite of Ethics. We hope that you will save the date and join us for a full day of CE, networking with colleagues, delicious food provided by Baratta's Italian Restaurant, and a chance to peek at some of the amazing Zoo animals!

Schedule of the Day
October 12, 2021

7:00 a.m. – 8:00 a.m.
Registration
Breakfast & Coffee will be available
Holmes Foster Events Center
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8:00 a.m.- 8:50 a.m.
General Session
Jay Jacobs
“Thematic Investing”
Sponsored by Global X ETFs
Holmes Foster Events Center
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9:00 a.m. – 9:50 a.m.
General Session
Reed Rinderknecht, Stoy Hall, and Chris Cook
“Investment Strategies Panel Discussion”
Holmes Foster Events Center
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9:50 a.m. – 10:15 a.m.
Snack Break
Holmes Foster Events Center
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10:15 a.m. – 11:05 a.m.
General Session
Michael Swank
Sponsored by American Century
Holmes Foster Events Center
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11:15 a.m. – 12:05 p.m.
General Session
Fixed Index Strategist
Sponsored by PGIM
Holmes Foster Events Center
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12:05 p.m. – 12:35 p.m.
Lunch Served
Milestone Member Recognition
Holmes Foster Events Center
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12:30 p.m. – 1:20 p.m.
General Session
Hertz Real Estate
Holmes Foster Events Center
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1:30 p.m. – 2:20 p.m.
Ethics Hour 1
Dennis Markway, CFP
“Practicing Ethics:  Applying the CFP Board’s Standards of Professional Conduct”
(You must attend Hours 1 & 2 to get CE credit)
Holmes Foster Events Center

Breakout:
TBD
Discovery Center
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2:30 p.m. – 3:20 p.m.
Ethics Hour 2
Dennis Markway, CFP
1 CFP and 1 IA Insurance Ethics CE Credit
Holmes Foster Events Center

Breakout:
TBD
Discovery Center
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3:30 p.m. – 4:20 p.m.
Ethics Hour 3
Dennis Markway, CFP
“Updated Case Studies for the Ethical Insurance Producer”
1 CFP CE credit, and 1 IA Insurance Ethics CE Credit
Holmes Foster Events Center

Breakout:
TBD
Discovery Center
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4:20 p.m. – 6:00 p.m.
Cocktail Reception
Door Prize Drawings, Giveaways!
Holmes Foster Events Center

 

Topic
General Financial Planning Principles
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career